A Medicare beneficiary has walked into your office and requested that you sit down with
her and discuss her options under the Medicare Advantage program.
... [Show More] Before engaging
in such a discussion, what should you do? - ✔✔c. You must have her sign a scope of
appointment form, indicating which products she wishes to discuss. You may then
proceed with the discussion.
Next week you will be participating in your first "educational event" for prospective
enrollees. In order to be sure that you do not violate any of the applicable guidelines, in
what activities should you plan to engage? - ✔✔b. You should plan to ensure that the
educational event is an informative event and must not conduct a sales presentation or
distribute or accept enrollment forms at the event.
You are seeking to represent an individual Medicare Advantage plan and an individual
Part D plan in your state. You have completed the required training for each plan, but
you did not achieve a passing score on the tests that came after the training. What can
you do in this situation? - ✔✔c. You will not be able to represent any Medicare
Advantage or Part D plan until you complete the training and achieve an adequate
score.However, you will not have to take a test if you exclusively market employer/union
group plans and the companies do not require testing.
You work for a company that has marketed Medigap products for many years. The
company has added Medicare Advantage and Part D plans and you will begin
marketing those plans this fall. You are planning what materials to use to easily show
the differences in benefits, premiums and cost sharing for each of the products. What
do you need to do with your materials before using them for marketing purposes? -
✔✔c. You must submit your materials to the plan you represent, so CMS can review
and approve the materials to ensure they are accurate.
Agent Lopez helps Ralph to enroll in Top Choice Medicare Advantage plan during the
Annual Open Enrollment Period. Ralph's effective enrollment date is January 1st. Ralph
disenrolls on February 12th because he discovers that the plan does not cover s [Show Less]